How do I use the applicant checklist?

The easiest way to keep track of an applicant is by using the applicant checklist. The checklist is a great way to ensure you’re following the same procedure with all applicants. You can create a default checklist that will appear on the summary page of every applicant who comes through the system, but you can also add individual checklist items for specific applicants too.

Once your checklist is formatted in the way you want, it’s really simple to use. When a task on the checklist is completed, navigate to the applicant summary page and indicate that an item is complete by checking the box. Buildium captures the time and date of the last time the item was checked.